HWM
Hassell Wealth Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Sell |
356,198
-16,541
| -4% | -$612K | 4.81% | 8 |
|
|
2025
Q1 | $11.7M | Sell |
372,739
-84,871
| -19% | -$2.67M | 5% | 8 |
|
|
2024
Q4 | $16.4M | Sell |
457,610
-10,557
| -2% | -$378K | 6.61% | 6 |
|
|
2024
Q3 | $15.9M | Sell |
468,167
-6,885
| -1% | -$234K | 6.67% | 6 |
|
|
2024
Q2 | $15.6M | Sell |
475,052
-5,568
| -1% | -$183K | 7.01% | 6 |
|
|
2024
Q1 | $14.8M | Sell |
480,620
-6,251
| -1% | -$192K | 9.36% | 4 |
|
|
2023
Q4 | $14.5M | Sell |
486,871
-23,578
| -5% | -$702K | 9.73% | 4 |
|
|
2023
Q3 | $12.9M | Sell |
510,449
-12,765
| -2% | -$323K | 9.39% | 3 |
|
|
2023
Q2 | $14.5M | Sell |
523,214
-84,940
| -14% | -$2.35M | 9.92% | 3 |
|
|
2023
Q1 | $15.3M | Sell |
608,154
-88,457
| -13% | -$2.22M | 11.2% | 2 |
|
|
2022
Q4 | $17.7M | Buy |
+696,611
| New | +$17.7M | 13.27% | 2 |
|